See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 3-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,911 | $133,922-65.7% | $116,228-60.5% | $142,382-67.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 16.41% | 147.76%-131.4pp | 90.06%-73.6pp | 217.08%-200.7pp |
| Employer contribution / active EE | $5,027 | $3,446+45.9% | $2,994+67.9% | $4,299+16.9% |
| Participant deferral / active EE | $8,395 | $5,672+48.0% | $4,953+69.5% | $6,507+29.0% |
| Admin fee / account holder | $3,469 | $14,945-76.8% | $11,989-71.1% | $12,624-72.5% |